Northwestern Mutual Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
36,220
+14,847
| +69% | +$629K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $822K | Sell |
21,373
-2,164
| -9% | -$83.2K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $953K | Buy |
23,537
+5,090
| +28% | +$206K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $732K | Sell |
18,447
-5,833
| -24% | -$232K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $910K | Buy |
24,280
+22,602
| +1,347% | +$847K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $61.3K | Sell |
1,678
-1,419
| -46% | -$51.9K | ﹤0.01% | 1998 |
|
|
2023
Q4 | $103K | Buy |
+3,097
| New | +$103K | ﹤0.01% | 1772 |
|
|
2023
Q3 | – | Sell |
-6,228
| Closed | -$193K | – | 3336 |
|
|
2023
Q2 | $193K | Buy |
6,228
+5,755
| +1,217% | +$178K | ﹤0.01% | 1475 |
|
|
2023
Q1 | $13.6K | Buy |
+473
| New | +$13.6K | ﹤0.01% | 2396 |
|
|
2021
Q4 | – | Sell |
-7,701
| Closed | -$232K | – | 3179 |
|
|
2021
Q3 | $232K | Buy |
+7,701
| New | +$232K | ﹤0.01% | 1300 |
|